VUG vs. FSPGX

In the year-to-date period, VUG achieves a 0.79% return, which is significantly higher than FSPGX's -0.26% return.

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VUG has a 0.04% expense ratio, which is higher than FSPGX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth ETF (VUG) and Fidelity Large Cap Growth Index Fund (FSPGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current VUG Sharpe Ratio is 0.73, which is comparable to the FSPGX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of VUG and FSPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VUG's dividend yield for the trailing twelve months is around 0.47%, more than FSPGX's 0.37% yield.

The maximum VUG drawdown since its inception was -50.68%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for VUG and FSPGX.

Vanguard Growth ETF (VUG) and Fidelity Large Cap Growth Index Fund (FSPGX) have volatilities of 5.79% and 5.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.